Monday Com Outlook Plugin 2022 – dream workflows

This article is focused on answering Monday Com Outlook Plugin …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you 3 particular on boards which are use cases for banner and landing page demands think about it more like innovative demands from designers material so on etc copywriters um a social media planning and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i want to show you an in email marketing um integrity that we have with mailchimp and after that i wish to show you a sneak a preview of how in two weeks you’re going to be able to incorporate with facebook for facebook advertisements so i’ll reveal you men that as well and finally i’m going to show you dashboards um so let’s begin in a minute i simply want to pull up the um thing that i wanted to show you guys so i have it open and after that we’re going to start incredible all right let’s begin and landing page demand i’m assuming

 

you men i’m just gon na show um talk about the fundamentals really rapidly but i make certain you men understand that this is a board each one of these are called each row and a group is called an item today we’re going to go over integrations automations views and a lot more fun stuff so the method i divided my board here is in between months but you can do this in between projects or customers and it truly simply depends on your workflow and the method we did it here to you can do it any way you desire but a cool way to get a brief before dealing with an innovative request is utilizing the type so a type basically takes all your columns and makes it a link that other individuals can submit which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to develop and i’ll alright let me show you how to create a kind but generally this form comes in here and after that the group lead of the creative style group or any other team can appoint a specific designer to deal with it so let me show you men how to add a kind and develop if anything is too fast or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here include view i advise you people inspect the view section due to the fact that it’s just another way to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the individual column naturally but other columns that you can hide or make um viewable for the individual that is going to be offered the form they can upload this file if you want to require it you can constantly do a checkbox and after that they can’t send the form without filling this details in so you can actually simply produce any column with anything that you people require when an innovative request is available in make it a form share the form sneak peek the show you guys how a type appears like um the name of the demand you desire you want to include a specific short with a particular i understand each company has a certain structure that

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they use um when do you require it by the priority and so on etc um you can take this link after put one 2nd let me click on the type i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make appearance i’ll just reveal you guys let’s fill it in and you can see um webinar demand test i can add a particular declare example right now whatever is in the planning concepts stage and i need the creative department to assist me it’s right now where i’m working on it i require it by may 23rd and it’s in greatest top priority i want to send it and let me reveal you guys how it is available in on the board webinar demand test so it’s constantly going to enter into the very first group which is essential to know and after that it can be called ideas or requests coming in and then i can just go on take it and move it to a certain group that i think it’s relevant for in this case it needs to be done by might so i’m going to keep it in this group i can move it to another board or another group depending on how you outline your workflow just to make certain you guys are all with me um is this clear um right in the chat yes or no if you comprehended the form and it’s interesting to you just write yes so i can get feedback while you guys are listening yay yes yes amazing incredible remarkable i’m glad you people are listening and comprehend everything great um if any of these columns are you’re not knowledgeable about them simply compose me in the chat and i’ll review them as well today i’ll simply provide like a brief overview this is the individual column as you guys know we have our 7 core columns here and then we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um quickly um dale you just ask assuming one type can occupy a number of columns on one board yes dell you are correct every column that you develop can be practically every column you develop can be in a type view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we utilize here is a top priority one we named it concern but it’s generally a ranking column um we have actually a. Monday Com Outlook Plugin

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file column and we have a tags column what i love about the tag column is if i click on this today it’s going to do a cross board search about every board i have on my um account and it’s going to browse facebook it’s going to do a cross board search let me show you guys how that works i can see that it’s my board particularly i can see that it’s another board and then if i have a specific task i’m working on i can merely connect them with tags and then i can cross board search it to what it’s relevant for so i find that super cool and i love i enjoy the tech college let me just get out of here [Music] fine um [Music] and yeah and i’m uncertain if you men know what this is however this is a status column and this is a date column and the way i linked them together and did deadline mode is let me undo this so i could reveal you people remove due date mode essentially what i want to do i wish to set as due date i want to take the status column however i might take any status column i have for example the. Monday Com Outlook Plugin